A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.
We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Private Wealth Advisor
Private Banking and Trust Services
We are currently seeking a high caliber professional to join our department as Private Wealth Advisor
Principal responsibilities :
Develop and maintain close relationship with customers to solicit new trust business.
Support frontline staff and work closely with different lines of business to identify new trust business opportunities.
Contribute to the growth of trust business by providing premium trust services and estate administration services.
Provide professional trust services to customers in setting up the trust structure such as on-boarding the trust clients in accordance with bank policies and conducting legal review of trust documents etc.
Implement business / pricing strategies as well as keep abreast of the latest market situation and development.
Train up and raise the professionalism of frontline staff in trust knowledge.
University degree in Law, Accounting or related discipline with a professional qualification in Society of Trust and Estate Practitioners (STEP) as a MUST.
Minimum 8 years of experience in trust services with a major bank trustee or an accounting firm with supervisory experience
Good knowledge of sales and marketing of trust business and / or customer service.
Extensive network in legal, taxation and trust fields.
Good relationship management, communication, interpersonal and analytical skills.
Strong self-motivation and ability to work under pressure
Proficiency in both English and Chinese, with proficiency in Putonghua an advantage.